欧盟将下调增长预期、上调通胀预测——伊朗战争推动"滞胀冲击"

The EU will cut growth outlook, raise inflation forecast as Iran war drives 'stagflationary shock'

The commission's forthcoming spring forecast, released later this week, will see economic growth figures adjusted down a…

美财政部与印度阿达尼企业就伊朗制裁违规达成和解

U.S. Treasury, India's Adani Enterprises settle alleged Iran sanctions violations

The DOJ is also close to dropping related criminal fraud charges against Adani, who has promised to invest $10 billion i…

Dan Loeb 的 Third Point 扩大 AI 押注，新建 Hut 8 及芯片个股仓位

Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names

The new additions come as Loeb has increasingly embraced AI as a long-term investment theme.

建筑商信心因春季需求激增而改善

Homebuilder sentiment improves on late spring surge in demand

Builders are feeling slightly better about the housing market, as they see improved buyer traffic in a potential late sp…

法官阻止Luigi Mangione背包证据或影响UnitedHealthcare CEO谋杀案证据链完整性

State judge blocks evidence from Luigi Mangione backpack in UnitedHealthcare CEO murder case

特朗普撤回对IRS的10亿美元诉讼

Trump drops $10 billion lawsuit against IRS

Trump sued the IRS in late January over the leak of his tax information by an IRS employee Charles "Chaz" Littlejohn in…

IMF建议英央行无需加息甚至可能降息——与市场预期的政策分歧交易机会

Bank of England does not need to hike interest rates, says IMF — it may even need to cut

The Bank of England is expected to hold and even potentially hike interest rates this year in response to resurgent infl…

JPMorgan夏季阅读清单：高净值客户关注的AI、领导力与隐喻主题

JPMorgan's summer reading list for the wealthy includes books on AI, leadership and lemons

JPMorgan’s annual summer reading list, which has become the go-to selection of beach books for the wealthy, has 14 title…

顶级基金减持AI高估值标的与"重获青睐"股票的深层信号解读

We're trimming an AI rocket ship of a stock and one that's now back in favor

We're making two sales.

华尔街周一分析师评级速览：Nvidia、Netflix、Amazon等

Here are Monday's biggest analyst calls: Nvidia, Netflix, Amazon, TJX Companies, Arm, Viking, Circle & more

Here are the biggest calls on Wall Street on Monday.

大学在AI时代还能保值吗？一所常春藤盟校正投资3000万美元改善职业前景

Can colleges still deliver in the age of AI? One Ivy League school is investing $30 million to improve career outcomes

College students are increasingly worried that artificial intelligence will upend their future career plans.

"这是糟糕的"：分析师警告欧洲石油库存耗尽，数周内将出现短缺

‘This is bad’: Strategists see European oil shortages within weeks as inventories are depleted

The Iran war oil squeeze could trigger shortages in Europe within weeks, and keep global inventories depleted until 2027…

Salesforce 2026年遭摩根大通给出"跑输大市"评级，更多跌势或在前方

Salesforce has been battered in 2026. Bank of America sees more losses ahead

The bank reinstated coverage of the software name with an underperform rating.

Meta本周启动裁员折射出扎克伯格AI转型背后的冷酷资本逻辑

Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company

Meta is starting layoffs this week, with 8,000 jobs expected to be cut, as employees brace for a new era of AI.

盘前最大涨幅股票：Regeneron、Domnion Energy、Macy's等

Stocks making the biggest moves premarket: Regeneron, Dominion Energy, Macy's & more

These are the stocks posting the largest moves premarket.

不祥债券交易指向更高利率时代来临

Ominous bond trades point to much higher rates

The put bets would be a bet on a yield spike since bond prices (value of the TLT fund) move inversely to rates.

NextEra与Dominion合并：AI数据中心电力军备竞赛下的能源基础设施整合博弈

NextEra Energy and Dominion to merge, combining two key players in the race to power AI data centers

Dominion powers the world's largest data center market in Northern Virginia. NextEra is the biggest renewable energy dev…

Bernstein：代理式AI崛起背景下，这只芯片股或是大赢家

This chip stock could be a big winner with rise of agentic AI, Bernstein says

The investment firm initiated coverage of the chip name with an outperform rating.

Lululemon与创始人Chip Wilson的公开对决：代理权争夺对消费板块的交易启示

Lululemon takes battle with Chip Wilson public, calls founder 'misguided' and 'outdated'

Lululemon responded publicly to founder Chip Wilson's campaign in a letter to shareholders, where it urged them to vote…

Regeneron 皮肤癌联合疗法试验未达主要终点：Biotech 事件驱动策略框架

Regeneron drops after skin cancer treatment misses late-stage trial goal

The drugmaker's fianlimab-cemiplimab ⁠combination ‌did not reach statistical ⁠significance in improving progression-free…

Nvidia本周发布财报，摩根士丹利释放更看涨立场

Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker

The investment bank has an overweight rating on the semiconductor name.